International Private Bank - Digital Concierge Specialist - Associate

Job Description :

The Digital Concierge Specialist is the primary contact for all online-related needs of Private Banking Clients, Advisors, and Client Service Specialists(CSS). This role is responsible for supporting high and ultra-high net worth clients with their digital experience, as well as developing and delivering digital training to Advisors and Client Service teams.

As an Associate within Digital Concierge Specialist team, you will liaise closely with advisers, client service specialists, product partners, and operations teams to ensure a seamless and integrated online experience for Private Banking clients. Based in Singapore, you will support clients across Asia and EMEA and requires strong interpersonal, communication, and presentation skills. Full training on JPMorgan Private Banking Digital Products will be provided.

Job responsibilities

• Support new and existing clients by promoting JPM digital solutions and assisting with digital adoption.
• Collaborate with CSS Client Service and Advisors to help identify business opportunities.
• Respond to operational, technology, and administrative inquiries related to JPMorgan Private Banking and Digital Products.
• Share client feedback to help improve digital offerings and client satisfaction.
• Assist clients with day-to-day inquiries, including login and navigation support across web, mobile, and tablet platforms.
• Coordinate with advisers, product partners, and operations teams to help resolve client issues promptly and professionally.
• Contribute to initiatives aimed at improving efficiency and the client experience.
• Assist with projects related to website enhancements, including supporting business requirements review and participating in User Acceptance Testing.
• Support system demonstrations and help showcase digital tool benefits to internal and external clients.
• Assist in the development of training materials for digital knowledge initiatives.

Required qualifications, capabilities, and skills

• High proficiency in Mandarin is required given the role is required to support China clients.
• Bachelor's degree required.
• Minimum of 2 years of experience in financial services.
• Strong proficiency in MS PowerPoint and Excel.

Preferred qualifications, capabilities, and skills

• Additional language skills are highly desirable.
• Experience in online banking or client support is advantageous.
• Experience with Excel is a plus.